IndustryRobotics: The next trillion-dollar track

Although the AI ​​business remains Nvidia's growth engine, Huang Renxun calls robotics "the market with the greatest potential." In 2024, after Nvidia merged its automotive and robotics businesses, the division's revenue increased by 72% year-on-year to $567 million. Although it currently accounts for only 1% of total revenue, the blueprint Huang Renxun has drawn is very imaginative: hundreds of millions of self-driving cars, billions of robots, and robot factories in the future will rely on Nvidia's chip platform. For example, Mercedes-Benz has adopted its Drive chip to develop an autonomous driving system. This transformation from a hardware supplier to an "ecosystem builder" is the key upgrade to Nvidia's valuation logic.

FX3793333101

2025-06-27 03:09

IndustryThe return of the king in the wave of AI

Nvidia's rise is no accident. In 2024, as global technology giants increase their investment in AI infrastructure, Nvidia's GPU (graphics processing unit) will become the core hardware for training large language models and building computing networks. According to financial reports, the four major technology giants Microsoft, Meta, Google and Amazon contributed more than 40% of Nvidia's revenue. These companies have recently stated that they will continue to expand capital expenditures in the field of AI. CEO Huang Renxun said bluntly at the shareholders' meeting: "The computer industry is at the starting point of upgrading AI infrastructure." This judgment has received a positive response from Wall Street-investment bank Loop Capital has significantly raised Nvidia's target price to US$250, and predicts that its market value may exceed US$6 trillion in the future.

FX1137831462

2025-06-27 03:05

IndustryIn the economic outlook, the Federal Reserve lower

In the economic outlook, the Federal Reserve lowered its forecast for the core PCE (Personal Consumption Expenditures Price Index) in the United States this year from 3.7% to 3.2%, and raised its forecast for economic growth from 2.1% to 2.6%, while maintaining the unemployment rate at 3.8%. Several chief investment officers of international asset management institutions interviewed by reporters said that the US election will be held next year. Generally speaking, it is difficult for monetary and fiscal policies to tighten in an election year. On the one hand, there is the hope of maintaining a soft landing of the economy, and on the other hand, the inflation rate has begun to decline. It is difficult for Fed Chairman Powell to hold back, and the Fed does not need to wait until the core PCE reaches the 2% target value before taking action.#CommunityAMA

FX1291014411

2025-06-27 02:51

IndustryChicago Fed President Goolsbee said at a public ev

the Fed may restart the process of cutting interest rates, although he did not make it clear when to take action. Goolsbee pointed out: "Surprisingly, as of now, we have seen three consecutive months of stable inflation data without a significant increase." He emphasized that if the impact of tariffs continues to be mild, "then in my opinion, we have never deviated from what I call the 'golden path', that is, the healthy track of the US economy before the introduction of tariffs." He further stated: "If the dust has settled, then we should continue to advance the previous monetary policy path." This remark suggests that if inflation remains under control in the future, the Fed may resume the previously suspended interest rate cut cycle.#VeteranIBSuccessStory#CommunityAMA

FX1087919468

2025-06-27 02:48

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